Where will the Apple Watch fit in Apple’s history? Today alone, we’ve seen predictions ranging from “2015 is the year of the Apple Watch” and “could change the way people live” to a somber prediction that it won’t be “the homerun product that iPod, iPhone, and iPad have been.” Similar opinions have been circulating for months.
After reading both dire and overenthusiastic predictions, as well as measuring demand several months out from the release, my belief is somewhere in the middle: the Apple Watch will do better in its first year than the first-generation Apple TV, falling somewhere between the first-generation iPhone (6.1 million units, below Apple’s target of 10 million) and the original iPad (14.8 million units, wildly surpassing most estimates). The iPhone is huge now, but it wasn’t a “gigantic hit” in its first year, while the iPad roared out of the gate and has stayed pretty strong since then. Below, I’ll explain why I think the Apple Watch will wind up between them.
I think the Apple Watch will be a slow starter for the first three years, and then catch fire in its fourth year, much like the iPhone 4.
As for the competition? They won't come anywhere close until they realize they have to think fashion-first like the Apple Watch, not gadget-first.